Role & responsibilities

: Customer Sales Executive Business Loan (Direct Sales)

Company: Tata Capital

Department: Business Loan

Designation: Customer Sales Executive / Sales Executive

Job Type: Full-Time

Location: Pune FC Road Branch

Job Overview

We are looking for enthusiastic and target-oriented candidates for the Business Loan Direct Sales profile. The candidate will be responsible for acquiring new customers, generating business loan leads, meeting business owners, and achieving sales targets.

Key Responsibilities

- Generate business loan leads through field visits, references, and market activities.
- Identify and acquire new customers, including small business owners, traders, and self-employed professionals.
- Explain business loan products, eligibility criteria, interest rates, and documentation requirements to prospective customers.
- Build and maintain strong relationships with customers.
- Conduct field visits to assess customer requirements and business profiles.
- Collect and verify customer documents and coordinate with internal credit and operations teams.
- Follow up on leads and ensure timely processing of loan applications.
- Achieve monthly sales and disbursement targets.
- Maintain daily sales reports and update the lead pipeline.

Eligibility Criteria
- Qualification: Graduate preferred; candidates with relevant sales experience may also be considered as per company policy.
- Experience:



Freshers or experienced candidates in sales, banking, NBFCs, financial services, or loan sales.
- Positive communication and customer-handling skills.
- Willingness to work in a field sales role.
- Strong negotiation, convincing, and relationship-building skills.
- Target-oriented and self-motivated approach.

Preferred Experience

Candidates with experience in any of the following profiles will be preferred:

- Business Loan Sales
- MSME Loan Sales
- Banking or NBFC Sales
- Personal Loan Sales
- LAP (Loan Against Property) Sales
- SME / Commercial Loan Sales

Key Skills
- Lead Generation
- Direct Sales and Field Sales
- Customer Acquisition
- Relationship Management
- Sales Target Achievement
- Loan Documentation and Follow-up

Salary & Benefits
- Salary: As per company norms and candidate experience.
- Incentives: As per applicable sales incentive policy.
- Opportunity to develop a career in the banking and financial services industry.

Interested candidates can share their updated resume for further consideration.

#(phone hidden) or [email protected]

Preferred candidate profile

Candidates with experience in any of the following profiles will be preferred:

- Business Loan Sales
- MSME Loan Sales
- Banking or NBFC Sales
- Personal Loan Sales
- LAP (Loan Against Property) Sales
- SME / Commercial Loan Sales

📌 Customer Sales Executive (Pune)
🏢 Tata Capital
📍 Pune